Workday's Partners & Leadership Teams May 2020

SGA Talent Presents Workday’s
Partners & Leadership Teams
May 2020

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Services Experts For over
25 Years
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professionals in our networks.
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goal is build and maintain strong relationships with
key players so that we can deliver outstanding
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We look forward to helping you too.
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Source: Apps Run The World, February
2020
Company
Who uses what...ERP Who uses what...HCM Who uses what...ATS
Walmart SAP S/4 HANA Workday HCM Workday Recruiting
Exxon Mobil SAP S/4 HANA SAP HCM (HR) SuccessFactors Recruiting
Apple SAP S/4 HANA SAP HCM (HR) In-House ATS
Berkshire Hathaway Oracle ERP Cloud Oracle HCM Cloud Oracle Taleo
Amazon.com In-House ERP Workday HCM In-House ATS
UnitedHealth Group Oracle E-Business Suite Oracle HCM Cloud Oracle Taleo
McKesson SAP S/4 HANA Workday HCM Workday Recruiting
CVS Health SAP S/4 HANA Workday HCM IBM Kenexa BrassRing
AT&T SAP ERP ECC 6.0 Workday HCM Oracle Taleo
AmerisourceBergen SAP S/4 HANA Workday HCM Oracle Taleo
Chevron SAP S/4 HANA Workday HCM SuccessFactors Recruiting
Ford Motor SAP S/4 HANA Oracle HCM Cloud IBM Kenexa BrassRing
General Motors SAP S/4 HANA Workday HCM Oracle Taleo
Costco Wholesale SAP S/4 HANA SAP SuccessFactors HCM Oracle Taleo
Alphabet SAP S/4 HANA Workday HCM Google Hire
Applicant Tracking Systems Among Global Top 500

Table of Contents:
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Women in Workday………………………………………………..4-11
Workday…………………………………………………………………….12-25
Workday Partners…………………………………………………...26
Accenture…………………………………………………………………..27-33
Alchemy……………………………………………………………………..34-41
Alight…………………………………………………………………………..42-48
Capgemini………………………………………………………………….49-53
Collaborative Solutions………………………………………….54-60
CrossCountry Consulting……………………………………...61-67
Deloitte……………………………………………………………………….68-74
DXC Technology……………………………………….……………..75-81
Guidehouse…………………….…………………………………………..82-85
Huron……………………………………………………………………….86-89
IBM…………………………………………………………………………...90-99
Impact Advisors………………………………………………….…100-104
Intercrowd…………………………………………………………….…105-111
Invisors………………………………………………………………….….112-117
KPMG…………………………………………………………………….....118-121
Mercer…………………………………………………………………..…...122-128
Navigator Management Partners…………………..…..129-133
OneSource Virtual……………………………………………..…..134-138
PwC…………………………………………………………………………….139-145
TopBloc……………………………………………………………………..146-149
Contact Us……………………………………………………………….150

Women in Workday
Robynne Sisco: Co-President and Chief Financial Officer
Leighanne Levensaler: Chief Marketing Officer and Executive Vice President, Corporate Strategy
Ashley Goldsmith: Chief People Officer
Emily McEvilly: Chief Customer Officer
Sheri Rhodes: Chief Information Officer
Carrie Varoquires: Vice President, Global Impact and President, Workday Foundation
Karen Minicozzi: Vice President, Presales
Barbara Cosgrove: Vice President, Chief of Privacy
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Women in Workday
Julie Sweet: Chief Executive Officer
Amy Fuller: Chief Marketing Officer & Communications Officer
KC McClure: Chief Financial Officer
Ellyn Shook: Chief Leadership & Human Resource Officer
Lisa Schuder: Managing Director, Workday Global and US Lead Alliance
Kathy Karich: Workday Higher Education Practice Leader
Cathy Milazzo: Principal, Higher Education, Workday Leader
Virginia M. (Ginni) Rometty: Executive Chairman
Michelle Browdy: Senior Vice President, Legal and Regulatory Affairs, and General Counsel
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Women in Workday
Diane Gherson: Senior Vice President and CHRO
Christina Montgomery: Vice President and Chief Privacy Officer
Michelle Peluso: Senior Vice President, Digital Sales and Chief Marketing Officer
Bridget van Kralingen: Senior Vice President, Global Markets
Wendy Nieto: Chief Financial Officer
Heather Cola: Vice President, Human Resources
Carole Hall:Vice President, Talent Development
Kelly Brunsman: Senior Director, Strategy & Execution
Christy Malone: Director, Consulting Services
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Women in Workday
Carole Ferrand: Chief Financial Officer
Livia Taylor: Manager, Lead Workday Solution Architect
Susan Guerra: Executive Vice President, Global Portfolio
Bonnie Dowler: Chief People Officer
Antonia Plazibat: General Counsel
Danielle White: Vice President, Global Customer Engagement
Amy Bjarnason: Chief Operating Officer
Amy Seibel: Chief Financial Officer
Liz Immel: Partner, Workday Financials
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Women in Workday
Nicole Ortiz: Associate Director, Workday Advisory Services Practice Leader
Carla Christofferson: Executive Vice President and Chief Risk Officer
Mary E. Finch: Executive Vice President and Chief Human Resources Officer
Vickie Carvajal: Practice Principal
Tricia Myton: Managing Director
Maria Smith: Chief Financial Officer
Lynnmarie Mann: Principal - ERP Strategy & Delivery Director
Debbie Ricci: Chief Financial Officer
Lynne Doughtie: Chairman and CEO
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Women in Workday
Martine Ferland: President and Chief Executive Officer, Mercer. Vice Chair, Marsh & McLennan Companies
Gail Evans: Chief Digital Officer
Jackie Marks: Chief Financial Officer
Rian Miller: Vice President and General Counsel
Melissa Prusher: Vice President, Global Marketing
Rebecca Workman: Vice President, Operations
Beth Maxim: Executive Director, Operational Excellence
Kerri Perusse: Executive Director, Finance and Administration
Jennifer Soloway: Director
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Women in Workday
Jill Sandberg: Director, HCM Services
Cailun (McCarty) Suarez: Workday Senior Manager
Rachel (Doctor) Evers: Workday Senior Manager
Cay Gliebe: SVP, Marketing and Product Development
Jane Huston: SVP, Human Resources
Diane Youden: Global HR Technology Leader - Workday, PwC US
Jodi V. Kudelko: Workday Engagement Delivery Lead
McKenna Kozeny:Human Capital Consultant II
Katie Rooney: Chief Financial Officer
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Women in Workday
Maria Yao: Chief Operations Officer
Andrea Armstrong: Chief of Staff
Jennifer Phariss: Workday Data Solutions Practice Area Lead
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Workday, Inc. provides enterprise cloud-based applications. The Company offers human capital,
spend, and financial management, as well as payroll, initiatives and higher education solutions.
Workday serves the finance, healthcare, manufacturing, education, and technology industries
worldwide.
We aim for innovation not only in our Development organization, but also in the way we approach every aspect of
our business.
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Workday by the Numbers
● Founded in 2005
● 56 oﬃce locations across 29 counties
● 12200+ employees
● 3,000+ customers
● 200+ partners
Workday’s HQ is
located in
Pleasanton, CA
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Leadership Team
Aneel Bhusri: Co-Founder and Chief Executive Officer
Dave Duffield: Co-Founder and Chairman
Robynne Sisco Co-President and Chief Financial Officer
Chano Fernandez: Co-President
Tom Bogan: CEO, Adaptive Insights, a Workday company
Jim Bozzini: Chief Operating Officer
Leighanne Levensaler: Chief Marketing Officer and Executive Vice President,
Corporate Strategy
Petros Dermetzis: Executive Vice President, Emerging Technology
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Leadership Team
Ashley Goldsmith: Chief People Officer
Emily McEvilly:: Chief Customer Officer
Jim Stratton:: Chief Technology Officer
Sheri Rhodes Chief Information Officer
Rich Sauer: Executive Vice President, General Counsel, and Corporate
Secretary
Jim Shaughnessy:Executive Vice President, Corporate Affairs
Sayan Chakraborty: Executive Vice President, Technology
Pete Schlampp: Executive Vice President, Product Development
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Workday Key Players
Carrie Varoquiers: Vice President, Global Impact and President, Workday Foundation
Greg Pryor: Senior Vice President, People and Performance Evangelist
Andrew Kershaw: Vice President, Software Engineering, Productivity Technology
James Cross: Vice President, Strategy
Sol Bechtold: Vice President, Global Technology Services
Webb Armentrout: Vice President, Global Services Alliances 18

Robynne Sisco: Co-President and Chief Financial
Officer
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Robynne Sisco is co-president and chief financial officer (CFO) at Workday, and
oversees the company’s finance, investor relations, legal, and real estate
organizations. Prior to expanding her role to co-president, Robynne served as
Workday’s chief financial officer beginning in 2016.
Robynne joined Workday in 2012 as chief accounting officer, bringing more than
30 years of corporate finance and accounting experience to the role. Prior to
joining Workday, Robynne was chief accounting officer and corporate controller at
VMware, where she was responsible for accounting operations, real estate, and
facilities. Before VMware, Robynne served as senior vice president and chief
accounting officer at VeriSign and assistant controller at Oracle. She also held
senior finance roles at Visa, General Electric, and Ford. Robynne has served on the
board of directors for Unity Technologies since 2017.
Robynne holds a Master of Business Administration degree in finance from
Golden Gate University and a bachelor’s degree in economics and accounting
from Claremont McKenna College.

Leighanne Levensaler: Chief Marketing Officer and Executive Vice
President, Corporate Strategy
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Leighanne Levensaler is chief marketing officer and executive vice president of corporate
strategy at Workday. In this role, Leighanne is focused on defining Workday’s long-term
growth plans in ways that help build the brand and create customer demand in markets
around the world.
Leighanne brings more than 20 years of experience and an exceptional level of expertise in
technology and business to her current role. Previously, Leighanne co-led Workday Ventures
along with leading the corporate strategy team at Workday. Prior to that, Leighanne led
product management for Workday’s applications including Workday Financial Management
and Workday Human Capital Management. Prior to joining Workday in 2009, Leighanne
was principal analyst and director of talent management research at Bersin & Associates.
Before that, she led the learning consulting practice at SystemLink Enterprise Solutions, and
previously held positions at SmartForce, Edutrek International/AIU, and Deloitte Consulting.
Leighanne holds a master’s degree in human resource development from Georgia State
University and a bachelor’s degree in education from Clemson University. She is a Henry
Crown Fellow at the Aspen Institute and a member of The Rework America Task Force.
Leighanne also serves on the board of directors at Guild Education and Clemson
University’s Spiro Institute of Entrepreneurial Leadership.

Ashley Goldsmith: Chief Marketing Officer and Executive Vice
President, Corporate Strategy
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Ashley Goldsmith is chief people officer at Workday and has global responsibility
for human resources, global impact, workplace facilities, and the Workday
Foundation.
Prior to joining Workday, Ashley served as CHRO and executive vice president at
Polycom. Preceding Polycom, she was senior vice president of human resources,
corporate communications, and environmental health and safety for the Tissue
Diagnostics Division at F. Hoffmann-La Roche. Ashley has also previously served
as CHRO at Ventana Medical Systems and as divisional vice president of human
resources at The Home Depot.
Ashley holds a Master of Business Administration degree from the Kellogg School
of Management at Northwestern University, a master’s degree in human resource
development from Georgia State University, and a bachelor’s degree in psychology
from Vanderbilt University.

Emily McEvilly: Chief Customer Oﬃcer
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Emily McEvilly is chief customer oﬃcer at Workday and oversees the company’s
customer experience organization, which includes Professional Services, Education
Services, Customer Success, and Workday Support. In this role, she is responsible for
deployment success and customer satisfaction across the Workday global customer
base and for driving new innovations that deliver increased value to Workday
customers.
Previously, Emily served as senior vice president of services at Workday, responsible
for ensuring operational excellence of the company’s services team. Prior to joining
Workday in 2010, Emily spent 10 years with PeopleSoft and Oracle in various
leadership positions focused on business development and solution deployment. Emily
started her career at Andersen Consulting (now Accenture), where she was engaged in
the healthcare and higher education practices. She has lived and worked in North
America, South America, and Europe.
Emily holds a bachelor’s degree in Spanish and international business from Clemson
University.

Sheri Rhodes: Chief Information Officer
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Sheri Rhodes is chief information officer (CIO) at Workday. She oversees the
company’s global information technology organization, with responsibility for the
internal deployment of Workday products.
Prior to joining Workday, Sheri served as executive vice president and chief
technology officer at Western Union where she was responsible for product
engineering, security, and corporate technology. Preceding Western Union, she
was CIO at Electronics for Imaging and also held various leadership roles at
Symantec, Visa, Washington Mutual, and KPMG.
Sheri holds a Master of Business Administration degree and a bachelor’s degree in
business from San Diego State University.

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Carrie Varoquiers: Vice President, Global Impact and
President, Workday Foundation
Carrie Varoquiers is vice president, global impact and employee life at Workday, and president of the
Workday Foundation. She is responsible for philanthropic grant-making, employee community
involvement programs, environmental sustainability efforts, diversity and belonging, employee
well-being, and corporate citizenship reporting.
Prior to joining Workday, Carrie served as president of the McKesson Foundation and vice president of
corporate citizenship at McKesson Corporation. Carrie developed the McKesson Foundation Mobilizing
for Health grant initiative, which encourages the use of mobile technologies in chronic care. As well, she
founded Giving Comfort, a not-for-profit program supporting low-income chemotherapy patients. Prior
to joining McKesson, Carrie was founder and president of Cause Partners, a cause marketing consulting
firm based in San Francisco, California. Carrie has also held various positions at Levi Strauss & Co.,
including program director responsible for cause marketing programs for all Levi brands.
Carrie holds a Master of Business Administration degree from Golden Gate University, a Master of
Public Health from Johns Hopkins University, and a bachelor’s degree from University of California,
Berkeley. She serves on the board of Family House and is an advisory board member of Charlie Cart.

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Karen Minicozzi is vice president, presales at Workday. She is responsible for the
design and delivery of Workday’s applications globally including Workday HCM,
Workday Recruiting and Workday Learning.
Karen joined Workday in 2007 and has held various leadership roles across the
organization in sales, services and products. Prior to Workday, Karen worked in human
resource (HR) software sales at PeopleSoft and SAP, and spent more than 15 years as an
HR practitioner for the United States Federal Government.
Karen holds a bachelor’s degree in Russian studies and psychology from the University
of Virginia.

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Barbara Cosgrove is vice president, chief privacy oﬃcer at Workday, and is responsible for
Workday’s global privacy, ethics, and compliance strategy and operations.
Barbara has extensive expertise in managing international data protection compliance
programs, and implementing data governance policies, technology compliance standards and
programs, and privacy-by-design frameworks. She has also served as the chief security oﬃcer
for Workday.
Prior to joining Workday, Barbara led various compliance programs within Kaiser Permanente
and PeopleSoft. Barbara holds a Juris Doctor degree from Widener Law School and a
bachelor’s degree from Pennsylvania State University.

“helping our clients create their future.”
Phone Number: (877) 889-9009
Accenture is a leading global professional services company, providing a broad range of services in
strategy and consulting, interactive, technology and operations, with digital capabilities across all of
these services.
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Leadership Team
Jo Deblaere: Chief Operating Officer
Amy Fuller: Chief Marketing Officer & Communications Officer
Joel Unrich: General Counsel & Corporate Secretary
Simon Eaves: Chief Strategy Officer
Paul Daugherty: Group Chief Executive- Technology & Chief Technology Officer
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Accenture’s Workday Key Players
Paul Robson: Managing Director, Workday Lead, Midwest & South Markets
Ed Miller: Managing Director, Workday Advisory Lead
David Sloan: Managing Director
Kelly Moore: Global Workday Financials Practice Lead
Kivanc Guney: Workday Global Market Leader - Medium Enterprise
Mark Bolt: Managing Director, Workday Practice
Mike Hubbell: Managing Director, Workday
John Harrison: Managing Director, Higher Education Workday Services 30

Julie Sweet is chief executive officer of Accenture and serves on the company’s board of
directors.
Prior to becoming CEO in September 2019, Julie served as chief executive officer of
Accenture’s business in North America, the company’s largest geographic market.
Previously, she was Accenture’s general counsel, secretary and chief compliance officer for
five years. Prior to joining Accenture in 2010, Julie was a partner for 10 years in the law
firm Cravath, Swaine & Moore LLP.
Outside of Accenture, Julie is a leader on topics including innovation, technology’s impact
on business, and inclusion and diversity. She is a member of the World Economic Forum's
International Business Council, the Business Roundtable and the TechNet Executive
Council. Julie also serves on the board of directors for Catalyst, the board of trustees for
the Center for Strategic & International Studies and the board of trustees for the Marriott
Foundation for People with Disabilities - Bridges from School to Work. In 2019, she was
named to FORTUNE’s list of “Most Powerful Women” for the fourth consecutive year.
Julie holds a Bachelor of Arts degree from Claremont McKenna College and a Juris Doctor
from Columbia Law School. 31

Amy Fuller: Chief Marketing Officer & Communications
Officer
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As Accenture’s chief marketing & communications officer, Amy Fuller leads a global
team of approximately 2000 marketing and communications professionals focused on
strengthening the Accenture brand in the marketplace and helping to grow the
business. Amy is responsible for brand, advertising and research, content and digital
marketing, social media, corporate and financial communications, industry analyst and
media relations. She is a member of Accenture’s Global Management Committee and
the Accenture Diversity Council.
Prior to joining Accenture in 2017, Amy served as senior managing director of global
brand at Deloitte. She is an experienced global marketer with a blend of agency and
client-side executive management roles. Amy headed global consumer marketing for
MasterCard which entailed developing the iconic “Priceless” campaign across all
channels and markets. Her particular experience is in leading multidisciplinary
marketing efforts for complex global businesses and leading teams across specialties
and geographies. In reinvigorating the Accenture brand, Amy is currently presiding
over the company’s largest-ever growth in brand value.

KC McClure is Accenture’s chief financial officer with responsibility for
the company’s corporate controllership, treasury, tax, investor relations,
financial reporting and analysis, strategic planning and analysis, and
corporate development functions. She is a member of Accenture’s Global
Management Committee.
Prior to her appointment as CFO in January of 2019, KC was senior
managing director – Business and Commercial Finance and was
responsible for all of Finance’s work across Accenture’s markets and
services. In addition, she was responsible for our Commercial
Management and Finance Strategy & Enablement functions. During this
time, she represented Finance on Accenture’s Operations Council.
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Ellyn Shook is Accenture’s chief leadership & human resources officer, responsible for helping
the 505,000 people of Accenture succeed both professionally and personally. Her global team of
HR experts is re-imagining leadership and talent practices to create the most truly human work
environment, fueling Accenture’s differentiation in the market and ability to improve the way the
world works and lives.
Ellyn is a member of Accenture’s Global Management Committee. She is a strong advocate for
diversity and equality, and Accenture has been widely recognized externally as an employer of
choice and for its equality efforts.
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Taking the ordinary and turning it into something extraordinary. A change in state to something of greater value.
This is what we want to achieve for our customers
Alchemy is one of the fastest growing partners in Workday’s Implementation
Partner ecosystem. We are 100% focused on Workday in
Higher Education, bringing fresh perspectives and highly motivated
consultants to your campus.
Phone Number: (888) 800-8817
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Leadership Team
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Mike Duﬃeld: Co-Founder, CEO
Bill Wilson: Co-Founder, President
Derek Wolf: Vice President, Sales and Customer Success

Meet a few of Alchemy’s Key Players
Eric Grey: Vice President, Professional Services
Carole Hall: Vice President, Talent Development
Kelly Brunsman: Senior Director, Strategy & Execution
MJ Guru: Vice President, Product
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Whether challenged by managing a company through rapid growth or the frenzied
schedules of two active teenagers, Wendy thrives on a fast pace, improving processes,
and positive outcomes.
Throughout the past 18 years, Wendy has held CFO positions for various technology
companies in the San Francisco Bay Area. For Alchemy, she sees an opportunity to
build scalable business operations systems to support whirlwind growth–with a team
and company culture that is prepared and eager for that challenge. Her background in
corporate ﬁnance, planning, investor relations, and SEC reporting rounds out the
Alchemy leadership team with a keen focus on operational excellence.
Wendy earned a bachelor’s degree in Accounting from California State University East
Bay and an MBA from St. Mary’s College of California. She is a Board member of the
National Charity League’s Diablo Valley Chapter. And she’s an enthusiastic driver for
and champion of soccer, tennis, dance, and other outdoor family activities with her
husband Michael.

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When people are motivated and passionate about what they do, and when
employees are happily engaged in a vibrant and rewarding company culture,
Heather is satisﬁed.
Heather’s career includes HR leadership roles at enterprise software leaders
PeopleSoft, Oracle, and Workday. She has been responsible for building and
driving the development and execution of all HR functions including global
HR strategies, recruiting, employee engagement, performance and talent
management, and manager eﬀectiveness programs. Her approachability and
intuitive understanding of people dynamics inspire a sense of sincerity, trust,
and professionalism in her leadership.
Heather earned a bachelor’s degree in Liberal Studies from St Mary’s College
of California. When she’s not thinking about teammates and culture, she’s
usually found camping and enjoying nature with her husband Chad, son, and
dog.

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Carole Hall:Vice President, Talent Development
Carole is Alchemy’s knowledge rock. Her thoughtful training programs give Alchemists a
solid foundation for their consulting, service, or operations careers. Her earnest interest in
tapping the learning potential in people (“instead of what they don’t know”) benefits all
Alchemists, partners, and customers.
After earning a bachelor’s degree in Education from the University of
Missouri-Columbia, Carole’s career focused on operations and program management for
nearly three decades. While she considers herself fortunate to have experienced many
different roles in her career, she’s happiest when teaching. “Everyone has the capacity to
learn,” she says. “They just need the opportunity.”
Carole’s 100-year-old home, gardens, and rescue dog Princess consume almost all of her
free time. She has flipped roles–from trainer to learner–and has taken classes in wine and
the culinary arts, and she enjoys “just being a better cook” for friends and family.

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Kelly Brunsman: Senior Director, Strategy &
Execution
Kelly operates best when she’s wearing multiple hats. This ability to be flexible and
balance priorities comes into play every day in Alchemy’s fast moving and aggressive
growth startup culture.
Kelly joined Alchemy to define and develop the Production Services practice. Within a
year, she was promoted to her current role, where Alchemy can take greater advantage
of her leadership, project management, and “get-it-done” skills. She brings 20+ years of
technology project management, product management, sales, and operations to
Alchemy, where she finds motivation in the opportunity to directly influence the
development of her teammates and the growth of the organization.
Kelly kicked off her career in technology with a Bachelor’s Degree in Management
Information Systems from the University of Dayton. Life has since brought her to
Southern California, where she enjoys playing beach volleyball with her husband and
trying to keep up with her two boys.

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Christy Malone is currently the Director of Consulting Services at
Alchemy.US. She has over 25 years of HCM software experience as
well as team building and integrations experience.
Christy started her career at PSG Consulting Group LLC where she
worked for 20 years.
Christy received her Bachelor of Arts, Communication from The
University of Georgia.

“To help our clients and our people excel. We are one of the world’s leading business advisory organizations.”
Alight Solutions is a provider of benefits administration and cloud-based HR and financial solutions. Alight
Solutions is a provider of benefits administration and cloud-based HR and financial solutions, we enhance work
and life through our service, technology and data.
Phone Number: (224) 737-7000
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Leadership Team
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Stephan Scholl: Chief Executive Officer
Katie Rooney: Chief Financial Officer
Andy Monshaw: Chief Commerical Officer
Maria Yao: Chief Operations Officer
Kelly Clark: Chief Information Officer and Digital officer
Colon McLean: Chief Human Resource Officer
Andrea Armstrong: Chief of Staff

Meet A Few Of Alight’s Workday Key Players
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Christian Pesantes: Vice President
Ron Jose: Global Financials Practice Area Lead at Alight Solutions
Scott Georgia: Vice President
Thomas Schroeder III: Vice President, Global Practice Leader -
Financials
Jennifer Phariss: Workday Data Solutions Practice Area Lead

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Katie Rooney: Chief Financial Oﬃcer
As Alight Solutions’ chief financial officer, Katie Rooney leads the finance organization and
manages all aspects of financial management and reporting for the business.
Previously, Katie was the CFO for Aon Hewitt. Prior to that, she was the CFO for Aon
Hewitt’s Outsourcing business and global head of financial planning and analysis. Katie also
led corporate finance, corporate M&A and financial risk management activities within
Treasury at Aon before moving to Aon Hewitt. Her primary responsibilities included raising
capital, optimizing overall cost of capital and discretionary cash spending, managing merger
and acquisition activity and overall risk management strategies. She also worked as the COO,
Global Finance and Shared Services under Aon’s CFO, leading key global initiatives to drive
corporate profitability and shareholder value creation.
Before joining Aon, Katie was a vice president, investment banking at Morgan Stanley. Katie
was accountable for primary and secondary coverage of numerous medical technology
companies and involved in all aspects of debt, equity and M&A activities, including valuation,
positioning and shareholder relations.
Katie serves on the Board of Trustees for Window To The World Communications, Inc., owner
of WTTW and WFMT.
Katie holds a Bachelor of Business Administration degree in finance from the University of
Michigan.

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Maria Yao: Chief Operations Oﬃcer
Maria Yao leads the full breadth of delivery operations across Alight Solutions. Responsible
for leading Alight’s thousands of service delivery colleagues, Maria is deeply knowledgeable
when it comes to understanding the needs of Alight’s clients and how to better serve them.
She thrives on creating an engaging environment for colleagues by embracing opportunities
created through operational efficiencies using the latest technology, including robotics and
automation.
Most recently, Maria was executive vice president, HR & Financial Solutions at Alight, where
she led Alight’s cloud and hosted businesses in addition to supporting the shared services
solutions that support them (tax, garnishments, talent, quality, analytics and automation).
Maria started her career in benefits outsourcing at Alight’s predecessor companies where she
held a number of operational and leadership roles. She was instrumental in Alight’s expansion
into the HR business process outsourcing business and in defining and incubating the
company’s entry into the middle market for health solutions.
Maria was recognized as one of Business Insurance’s 2012 Women to Watch.
She earned a Bachelor of Arts degree from Ripon College.

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Andrea Armstrong: Chief of Staﬀ
In her role as chief or staff at Alight Solutions, Andrea W. Armstrong is responsible for driving key initiatives to
further the company’s strategic priorities on behalf of the CEO. A strong and accomplished leader, Andrea has
transformed struggling business units into high-performing teams and driven double-digit revenue growth within
multiple business segments.
Andrea most recently served as vice president, global commercial operations at Aon Hewitt, responsible for
defining and using sales disciplines to effectively drive new business. In this role, Andrea led a variety of
complementary commercial teams, including opportunity management, client services, business performance
management and research and business intelligence.
Previous roles at Aon Hewitt included responsibility for client delivery, financial results and people management
for some of the company’s largest clients. While leading the Point Solutions business, Andrea also served as the
chief executive officer for Hewitt Financial Services (HFS), a wholly owned broker/dealer subsidiary of Hewitt
Associates, and served as the Hewitt Money Market (HMM) president.
Prior to joining Aon Hewitt, she served as sales leader and special districts divisional leader at Coregis Insurance,
a subsidiary of GE Capital, where she doubled the revenue of the business in just 2.5 years. Prior to that, she spent
almost five years at Great American Insurance Company with responsibilities in underwriting, marketing and
operations management.
Andrea sits on the Board for the Illinois Chapter for Gift of Adoption.
Andrea earned a Bachelor of Arts degree from the University of Cincinnati.

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Jennifer Phariss: Workday Data Solutions Practice
Area Lead
Jennifer Phariss is currently the Workday Data Solutions Practice Area Lead at
Alight Solutions.
Prior to joining Alight, Jennifer was the H&W Domain Consultant at Aon Hewitt.
Jennifer received her Bachelors of Science in Education, Mathematics from Indiana
University Bloomington.

The Company oﬀers enterprise resource planning, supply chain management, customer relationship management,
electronic health records, medical practice management, and regional health information organizations
implementation services. Navigator Management operates in the United States.
Our extensive experience helps navigate work activities, risks, and barriers to achieve your project's goals and
objectives.
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Phone Number: (614) 796-0090

Dhiraj Shah: Founder and CEO
Jim Carr: General Manager, Workday
Larry Stabler: Chief Financial Oﬃcer
Leadership Team-USA
51

Meet a Few of Avaap’s Key
Workday Players
Benjamin Morin: Practice Director
Richard Walega: Senior Vice President, Workday Government Practice Lead
Jim Flowers: Managing Director Consulting Services
Mark Bonachea: Vice President, Workday AMS
Derek Sharp: Vice President of Workday Higher Education and Nonproﬁt
Delivery
52

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Rebecca Workman is Vice President of Operations where she is responsible for the
eﬀectiveness, accuracy, reliability, security, usability, and updates of Avaap’s
enterprise systems and architecture. She works collaboratively with marketing,
ﬁnance, account leaders, client teams, project managers, and others to oversee
enterprise operations, including commercial and delivery processes, analytics,
performance metrics, and operational reporting.
Rebecca brings more than 20 years of consulting delivery, systems, operations, and
recruiting experience. Prior to joining Avaap in 2016, Rebecca worked at
Accenture (previously Andersen Consulting) and as an independent consultant for
various businesses. Her professional training includes project management, client
interaction and presentation, estimating, leadership, quality assurance, business
process design, PeopleSoft, and human resources.
Rebecca received a Bachelor of Arts degree in Economics and Management, and
French, with honors, from Albion College.

54
Melissa Prusher is Vice President of Global Marketing where she is responsible for leading and
managing all aspects of Avaap’s marketing, communications and brand management activities.
Melissa brings more than 25 years of experience planning, developing and executing marketing
campaigns to support overall business strategies and meet sales objectives. Under her
leadership, Avaap has grown to be the largest Infor Alliance Partner and the only Infor
healthcare systems integrator with a dedicated EHR team focused on Epic.
Prior to joining Avaap, Melissa spent thirteen years in private practice as a content development
and marketing strategy specialist for enterprise software vendors with an emphasis on
best-of-breed HCM solutions, as well as supporting organizations in the healthcare, food and
beverage, pharmaceutical and beauty and fashion industries. Her work has been featured in the
Human Resource Management Journal, Workforce Magazine, Wall Street Journal and other
business publications. She is the recipient of numerous awards including best business blog by
American Business Awards, the prestigious Davey International Award for best feature writing,
and a Platinum MarCom award.
Melissa began her career with Clairol leading product publicity, strategic relationships and
corporate communications. In this role she was responsible for creating the ﬁrst online brand
experience for a beauty company and served on the founding committee of New York’s fashion
week, 7th on Sixth.
Melissa received a Bachelor’s of Arts degree in Communication from the University of
Hartford. She remains active in professional marketing organizations and the New Jersey
technology community.

Our Mission: with you, we create and deliver business and technology solutions that ﬁt your needs and drive the results
you want. Capgemini enables you to transform your organization and improve performance. We aim to empower you to
respond more quickly and intuitively to changing market dynamics.
Capgemini is a global leader in consulting, digital transformation, technology and engineering services. The Group is
at the forefront of innovation to address the entire breadth of clients' opportunities in the evolving world of cloud,
digital and platforms.
Phone Number: (212) 314-8000
55

Leadership Team
56
Paul Hermelin: Group Chairman and Chief Executive Officer
Aiman Ezzat: Chief Operating Officer
Patrick Nicolet: Chief Technology Officer
John Mullen: Head, North America Business Unit

Meet a Few Of Capgemini’s Workday
Key Players
57
Reese Dunbar: Vice President
Brian Martin: Principal
Livia Taylor: Manager
John Dowell: Senior Manager, Workday

58
Prior to joining Capgemini, from 2013, Carole held the position of Financial Director at
Artémis Group, the holding company of the Pinault family (Kering, FNAC, vineyards),
where she was also in charge of strategic and financial support for certain investments.
Carole is a director of FNAC and sat on Capgemini’s board of directors from May 2016 to
May 28, 2018.
In 2011, Carole became Group Chief Financial Officer of the Europacorp Group. Prior to this
Carole spent over a decade at Sony: in 2000, she joined Sony France, as Financial Director
before becoming Secretary General in 2002.
Carole started her career at PriceWaterhouseCoopers in 1992, where she was an auditor and
later a financial advisor in the Transaction Services Division.
Carole is a graduate of the Ecole des Hautes Etudes Commerciales (class of 1992).

59
Livia Taylor: Manager
Livia Taylor is currently the Lead Workday Solution Architect for HCM,
Beneﬁts, Compensation, Recruiting, Talent & Performance.
Livia deploy’s implementations, enhancements, and post production
support.
Livia received her Bachelor's in Marketing from Florida State University.

Collaborative Solutions is a leading global Finance and HR Transformation consultancy that leverages world-class
cloud solutions to help deliver successful outcomes for its customers. As one of the longest-tenured consulting partners
with Workday, Collaborative Solutions has a 98% customer satisfaction rate and has partnered with over 550 customers
including global Fortune 500 companies, medium-sized businesses, and education and government institutions.
Collaborative Solutions has deployed in over 125 countries and has experience with organizations ranging from 200 to
200,000 employees. Collaborative Solutions is based in the Washington, D.C., metro area and has oﬃces throughout
North America, Europe and Asia-Paciﬁc.
Our mission and vision are to be trusted consultants to our customers
Phone Number: 833-400-0128
60

Leadership Team
Carroll Ross: Chief Executive Officer
Bob Maller: President and Chief Culture Officer
Steve Csuka: Chief Operating Officer
Manish Patel: Executive Vice President, Global Sales
Susan Guerra: Executive Vice President, Global Portfolio
Bobby Riggs: Chief Financial Officer
Ofer Benyona: Chief Information Officer 61

Meet A Few Of Collaborative
Solutions Workday Key Players
Rich Bogoslaw: Vice President, Advisory Services
Aaron Miles: National Vice President, Consulting Services
Danielle White: Vice President, Global Customer Engagement
Michael Leardi: National Vice President - Education and
Government
Dan Peters: National Vice President, Integrations
62

63
Susan Guerra: Executive Vice President,
Global Portfolio
Susan is Global Vice President of Delivery at Collaborative. She oversees the delivery of
consulting services and drives the company’s commitment to its core delivery values of
outstanding customer service, scalable and predictable solutions, sustained services
quality, and eﬃcient operations.
Susan is a seasoned professional, with over 25 years of experience driving strategy and
execution in consulting services. She is a skilled leader who excels at inspiring and
motivating her teams and she serves as a trusted advisor to both colleagues and
customers.
With expertise in a variety of implementation roles, from Project Manager to Executive
Sponsor, she has eﬀectively led complex global projects and teams for both commercial
and Education and Government customers.

64
Bonnie is the Chief People Officer at Collaborative. She has over 15 years of experience in
human resources and recruiting for high tech software and consulting companies. She is
responsible for, and passionate about recruiting and retaining top talent, developing strong
company culture and increasing employee performance.
She manages our tremendous growth and thrives in translating business goals and objectives
into an HR strategy. Her strength is matching great people to great opportunities, creating
win/win situations for both employee and company. Prior to Collaborative, Bonnie worked
at PeopleSoft, Portal Software, Calico Commerce, and InQuira.
Bonnie holds a Juris Doctor and a BA in Communications. When she’s not managing a busy
HR department, she’s managing a busy household running from soccer fields to swim decks
to baseball fields. Bonnie is based in Pleasanton, California.

65
Antonia serves as General Counsel for Collaborative. She began her legal
career at a boutique law firm that focused on family law and estate planning
in California. After re-locating to Northern Virginia, Antonia held senior
legal positions in large and diverse technology companies. As General
Counsel, Antonia oversees the legal affairs of the company, manages
customer and vendor transactions, and assists with compliance and
employment matters.
Antonia holds a Juris Doctor from the University of the Pacific, McGeorge
School of Law and a BA in Economics from the University of California,
Davis. She is licensed to practice law in the State of California and the
Commonwealth of Virginia.
In her spare time, Antonia enjoys spending time with her husband and two
dogs. Her hobbies include traveling, playing the piano, watercolor painting,
and CrossFit. Antonia is based in Reston, Virginia.

66
Danielle White: Vice President, Global Customer
Engagement
Danielle White is currently a Vice President of Global Customer Engagement at
Collaborative Solutions. Danielle has 20 years of experience guiding clients through
revolutionary and evolutionary digital transformations focusing on service delivery model
design, change management, technology implementations, executive sponsorship,
delivery excellence, governance, and planning.
Danielle received her Bachelor's in Psychology from Berry College and her Masters in
Industrial and Organizational Psychology from George Mason University.

We partner with our clients to help them navigate pressing business challenges and achieve goals related to
improving operations, minimizing risks and enabling future growth.
Phone Number: (866) 945-4462
67
CrossCountry Consulting is a trusted business advisory ﬁrm that provides customized
ﬁnance, accounting, human capital management, risk, operations and technology
consulting services to leading organizations facing complex change.

Leadership Team
David Kay: Co-Founder and Managing Partner
Erik Linn: Co-Founder and Managing Partner
68

Meet A Few Of CrossCountry Consulting
Workday Key Players
John Hoebler: Partner, Technology Solutions Lead
Brian Hearing: Partner, Workday Practice Lead
Nicole Ortiz: Associate Director, Workday Advisory Services Practice
Leader
Fernando Chavez: Associate Director, Workday Practice
69

70
Amy Bjarnason brings more than twenty years of experience in operations at top consulting and
accounting firms. Amy’s responsibilities at CrossCountry include overseeing the Finance, Human
Resources, Marketing and Operations functions for a rapidly growing consulting firm.
Prior to joining the firm, Amy served as Director of Operations at Navigant Consulting where she led
the strategy and build-out of an internal operations platform to support 75 consultants and $45M of
revenue. Her experience at Navigant included a global role where she led the Operations team for the
Construction Practice based out of London. Amy also held operational leadership positions at Ernst
& Young and Arthur Andersen where she managed finance, human resources, marketing, and
communications for the Mid-Atlantic area, supporting more than 1,500 professionals. Prior to her
operational experience, Amy was an auditor with Arthur Andersen and maintains her CPA.
Amy is a graduate of the College of William and Mary. She currently resides in Northern Virginia
with her husband and two children.

71
Amy has extensive experience in finance strategy and overseeing corporate financial operations
including financial planning, treasury, operational metrics and analytics, accounting, tax and
reporting functions. With expertise in identifying and executing key initiatives, she leads
CrossCountry’s financial operations and provides strategies and guidance to support the
company’s continued growth.
Amy is a seasoned, strategic CFO with over 20 years of experience in financial management in
the technology sector. She most recently served as the CFO of Knowland where she oversaw the
company’s operations in finance, legal, information technology and content/data collection.
Prior to her role at Knowland, Amy served as CFO at BIA Digital Partners, a private equity
group, and for many years as business unit CFO at JPMorgan Chase Vastera managing the
global finance and accounting operations across 15 countries.
Amy received her BBA in Accounting with Honors from James Madison University. She is also
a licensed CPA in Virginia and an active member of the AICPA and the Virginia Society of CPAs.

72
Liz is a Partner in CrossCountry Consulting’s Workday Financials practice helping customers
deﬁne and achieve their strategic objectives. Liz has more than 17 years of experience years of
progressive experience leading diverse initiatives specializing in Financial system
implementations across multiple industries (ﬁnancial services, healthcare, utilities and
transportation). She has led numerous engagements at both domestic and international
organizations. Additionally, Liz has experience with organizational change management,
program management, application support and strategic leadership.
Liz has spent most of her career as an internal consultant to the Finance executive team at
Freddie Mac. Her main areas of focus have been people, processes and technologies for Finance
but have also included other operations such as procurement. Liz supports her customers by
looking at problems from a big picture perspective that include business process redesign
through system implementation.
Liz received her Bachelors of Science in Finance from George Mason University and an
Executive Master’s Degree in Management Information Systems from George Washington
University.

73
Nicole Ortiz: Associate Director, Workday Advisory
Services Practice Leader
Nicole leads CrossCountry Consulting's Workday Advisory Services Practice
which provides implementation readiness, project management, change
management, and testing management services to clients.
She previously spearheaded CrossCountry's Technology Strategy and Selection
service oﬀering, specializing in the development of enterprise system strategies
and evaluation and selection of cloud-based ERP, Financials, and HCM
applications.
Nicole received her Bachelor's in Accounting from University of Maryland -
Robert H. Smith School of Business and Masters of Business Administration
from Loyola University Maryland.

To help our clients and our people excel. We are one of the world’s leading business advisory organizations.
Deloitte provides audit, consulting, tax, and advisory services to nearly 90 percent of the
Fortune 500 and more than 5,000 private and middle market companies. Deloitte’s client
service professionals work across more than 20 industry sectors such as consumer,
energy, resources and industrials, government and public services, ﬁnancial services, life
sciences and health care, public sector, and technology, media, and telecommunications.
Phone Number: (877) 889-9009
74

Leadership Team
Joseph Ucuzoglu: Chief Executive Officer
Frank Friedman: Global Chief Operating Officer & Chief Financial Officer
Bill Briggs: Global US & Chief Technology Officer
Michelle Parmelee: Chief People and Purpose Officer
John Meacock: Global Chief Strategy Officer
Bob Graham: Chief Risk Officer
Ben Campbell: General Counsel
Mac Worsham: Chief Communications Officer
75

Meet A Few Of Deloitte’s Key Workday’s
Players
John Malikowski: National Workday Practice Lead
JT Woodson: HR Transformation Principal
Lisa Schuder: Managing Director, Workday Global and US Lead Alliance
Kathy Karich: Workday Higher Education Practice Leader
Matt Schwenderman: Principal | Emerging ERP Solutions FT Leader
Cathy Milazzo: Principal, Higher Education, Workday Leader
76

Michelle Parmelee: Chief People and Purpose Officer
Michele Parmelee is the Global Chief People and Purpose Officer. In this role, she leads talent,
brand, and communications, connecting a broad portfolio of programs that enhance our global
brand, reputation, and talent experience in support of our global strategy. She leads our
purpose agenda by driving our commitment to living our shared values; enhancing global
diversity and inclusion efforts; and achieving our WorldClass ambition to impact 50 million
futures and build a more sustainable world.
In addition, Michele leads the Office of the Deloitte Global CEO and Deloitte Global
Programs. She is a member of the Deloitte Global Executive Committee.
Michele is a principal of Deloitte in the United States. She has 20 years of consulting
experience at Deloitte working with Financial Services clients in the areas of strategy and
operations. Her client service focus was within the banking, payments, insurance, and real
estate sectors.
Prior to joining Deloitte Global in June 2015, Michele was the secretary of the board of
directors in the United States and led the Office of the Chairman in the US.
Michele has an MBA from Harvard Business School and a BA magna cum laude with honors
from Brown University. 77

78
Lisa Schuder: Managing Director, Workday
Global and US Lead Alliance
Lisa is the Workday Global and US Lead Alliance Managing Director at Deloitte.
She collaborates across Deloitte and Workday sales, marketing, product, service
line, and country leaders to drive the global and US Workday alliance strategy,
sales goals, executive relationships and practice development. She brings over 25
years of experience in the Technology and Media industry.
Lisa previously was a Deloitte Lead Client Service Partner and Client
Relationship Executive for large global clients such as Facebook, Twitter, Google,
Adobe, and Juniper Networks. In these roles, Lisa was responsible for managing
Deloitte’s global client relationship and helping to advise on business challenges
and opportunities and coordinate services around the world.
Prior to Deloitte, Lisa worked for seven years at global software companies in a
broad range of responsibilities including corporate development, strategic
operations, and alliances. She has a background in ﬁnancial accounting and is a
CPA.

79
Kathy Karich: Workday Higher Education Practice
Leader
Kathy leads our Workday Higher Education practice. She brings more than 25
years of experience helping large university and government organizations
enhance performance through technology and operational improvements.
Kathy has worked with a variety of technology solutions, including PeopleSoft,
Oracle E-Business Suite, SAP, and Workday.
She has successfully served more than 35 government and education clients,
providing hands-on partner-level leadership for a diverse portfolio of successful
projects across ﬁnance, human capital and student.

80
Cathy Milazzo: Principal, Higher Education,
Workday Leader
Cathy is a Principal in Deloitte Consulting LLP’s Government & Public
Services practice and leads clients on transformation journeys powered by
enterprise resource planning software as a service solutions.
She brings thought leadership and guidance to her clients to produce
outcomes that progress the mission of the organization, create synergy
between business and operations, and focus on serving the constituents.
Her experience in higher education, health care, and energy allow for
creative problem solving and the insight to combine capabilities that
produce innovative opportunities for clients.

DXC Technology helps clients thrive on change. We have a clear and conﬁdent vision for navigating the future,
and have met the challenges of innovation many times. We strive to support a culture of performance, matched
with integrity.
Phone Number: (972) 210-3200
81
DXC Technology Company provides digital information technology (IT) services and
solutions. The Company provides a range of services, including analytics, applications,
business process, cloud and workload, consulting, enterprise and cloud applications,
security, and workplace and mobility.
The Company oﬀers a portfolio of analytics services, to provide insights and accelerate
users’ digital transformation. Its analytics services and solutions include Data Discovery
Experience, Data Workload Optimization and Managed Business Intelligence Services. The
Company addresses analytic solution needs to run the business, including customer analytic
services, warranty analytics, predictive maintenance analytics, social intelligence analytics,
healthcare analytics, insurance analytics, data pipeline and operations, banking analytics,
airline analytics and operational analytics.

Leadership Team
Mike Salvino: President and Chief Executive Officer
Carla Christofferson: Executive Vice President and Chief Risk Officer
Chris Drumgoole: Executive Vice President and Chief Information Officer
Mary E. Finch: Executive Vice President and Chief Human Resources Officer
Dan Hushon: Senior Vice President and Chief Technology Officer
Paul Saleh: Executive Vice President and Chief Financial Officer
Gary Stockman: Senior Vice President and Chief Marketing and Communications
Officer
82

Meet A Few Of DXC Technology’s Workday Key
Players
83
Sekhar Vijay: Workday Prism Principal, Americas
Steve Boettcher: Director / Global Practice Leader
Lisa Nelms: Workday Practice Leader, Americas
Keith Kerrison: Vice President

84
Carla Christoﬀerson: Executive Vice President and
Chief Risk Oﬃcer
As executive vice president and chief risk officer for DXC Technology (NYSE: DXC), Carla Christofferson
leads the company’s risk and security efforts. She is focused on risk management, including the ethics and
compliance function, cybersecurity preparedness, resiliency and security, brand protection initiatives and
asset protection.
Ms. Christofferson also works to advance DXC’s enterprise-level resilience strategy to enable leaders to
respond to security and business disruptions in an efficient and consistent manner, keeping the safety and
security of employees at the forefront while protecting company assets.
A member of DXC’s senior leadership team reporting to DXC president and CEO Mike Salvino, Ms.
Christofferson brings significant experience in senior leadership roles. Prior to joining DXC she was at
AECOM, a leading infrastructure firm, where she served as executive vice president and chief legal officer.
Ms. Christofferson led AECOM's risk management, IT security, physical security and safety, health &
environment departments. She also oversaw the company’s legal organization globally, including litigation,
government affairs, ethics and compliance, SEC reporting, and transaction-related legal activities.
In 2015, Ms. Christofferson was managing partner at O’Melveny & Myers, a Los Angeles law firm. During
her 22-year tenure, she represented customers in a number of industries, including power, energy and oil and
gas. Ms. Christofferson is active in Los Angeles community affairs and has served on the boards of the Los
Angeles Library Foundation and the Metropolitan YMCA. She received a law degree from Yale University
and a Bachelor of Arts in communications from the University of North Dakota.

85
Mary E. Finch: Executive Vice President and Chief Human
Resources Officer
As executive vice president and chief human resources officer (CHRO) for DXC Technology, Mary
Finch leads all aspects of Human Resources and employee engagement globally, including talent
development and training; employee retention and recruitment; policy, benefits and compensation;
workforce development and organization effectiveness; staffing and training; along with global
inclusion and diversity.
A member of DXC’s senior leadership team, Ms. Finch joined DXC from AECOM, where as
CHRO she was responsible for all aspects of AECOM’s global human resources organization. As a
member of AECOM’s leadership team, she transformed the company’s human resources practice
by implementing a global talent strategy, including new performance and productivity tools along
with employee training and development, career growth and workforce engagement initiatives.
Prior to AECOM, Ms. Finch served as senior managing director and chief operations officer for
Global Human Resources at Accenture, where she drove global delivery of HR services, overseeing
operations supporting approximately 320,000 employees across 56 countries and multiple
Accenture businesses. She also led strategic change programs and was responsible for overseeing
Accenture's Talent Supply Chain and Recruiting Centers of Expertise.
Ms. Finch holds a B.S. degree in accounting & business/management from Miami University. She
received the California Diversity Council’s Most Powerful & Influential Women Award (2016) and
a Tribute to Women Award from YMCA Silicon Valley (2015). She is a founding member of Her
Story, an organization committed to improving the lives of people living in survival mode around
the world, especially single mothers.

86
Vickie Carvajal is currently a Practice Principal for DXC Technology.
Prior to DXC, VIckie worked for Hewlett Packard Enterprise as a Practice
Principal for Delivery Organization managing and leading HPE's SAP,
Oracle and Workday Delivery for various clients.
Vickie received her Bachelor’s in Accounting at Angelos State University
and her Masters in Business Administration at Texas State University.

87
Lisa Nelms:Workday Practice Leader, Americas
Lisa Nelms is currently the Workday Practice Leader, Americas at DXC
Technology. She has more than ten years experience executing business process
improvements and strategic initiatives, enhancing customer communications while
scaling organization to dramatic business growth.
Prior to DXC, Lisa worked as the Director of Workday Practice for Mercer. Prior to
Mercer, Lisa worked for Perﬁcient, Hudson Advisors L.P. and Alvarez and Marsal.
Lisa received her Bachelor’s in Finance from University of Nevada Las Vegas Lee
Business School and her Masters in Business from
Southern Methodist University.

Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad
capabilities in management, technology, and risk consulting. We help clients address their toughest challenges with a
focus on markets and clients facing transformational change, technology-driven innovation, and significant regulatory
pressure. Across a range of advisory, consulting, outsourcing, and technology/analytics services, we help clients create
scalable, innovative solutions that prepare them for future growth and success.
Headquartered in Washington DC, the company has more than 7,000 professionals in more than 50 locations. Guidehouse
is a Veritas Capital portfolio company, led by seasoned professionals with proven and diverse expertise in traditional and
emerging technologies, markets and agenda-setting issues driving national and global economies
Our Mission at Guidehouse is to solve big problems, build trust in society and empower our clients to shape the
future. As we work side-by-side with our clients to solve these problems, we confirm our mission importance
and bring it to life for the benefit of generations to come.
Phone Number: (571) 633-1711
88

Leadership Team
Scott Mcintyre: Chief Executive Oﬃcer
Charles Beard: Chief Operating Oﬃcer
Ted Eich: General Counsel
89

Meet A Few Of Guidehouse’s Workday
Key Players
Wesley Bertch: Workday Practice Leader
Brad Kragness: Workday Practice, Associate Director
Christopher McConn: Director
Matthew Claytor: Consulting Manager, Workday Financials
Lead
90

91
Debbie is a partner and the chief financial officer at Guidehouse, managing the
financial operations of the business. She oversees the accounting, financial
planning and analysis, treasury, tax and pricing functions of the firm.
Prior to joining Guidehouse, Debbie served as chief financial officer of
Constellis and Centerra Group. Prior to her role at Constellis, she served as chief
financial officer of A-T Solutions until its sale to PAE in 2015. She began her
career as a certified public accountant at KPMG.

Our mission to enable organizations to improve fundamental performance, reinvent their business, generate new
growth platforms, and lead their people through transformational change.
Phone Number: (312) 880-2624
92
Huron is a global consultancy that helps our clients drive growth, enhance performance and sustain
leadership in the markets they serve. We partner with them to develop strategies and implement
solutions that enable the transformative change our clients need to own their future.

Leadership Team
Jim Roth: Chief Executive Officer
Mark Hussey: Chief Operating Officer and President
John Kelly: Chief Financial Officer, Treasurer and Executive
Vice President
Ernest Torain JR:General Counsel, Corporate Secretary and
Executive Vice President
93

Meet A Few Of Huron’s Workday
Key Players
Ryan McHugh: Managing Director
Richard Harrison: Managing Director
Bill Cronin: Managing Director
Steve Petrovich: Managing Director
94

95
Tricia has over 30 years of healthcare executive leadership, operations and technology experience, including
25 years directly related to ERP transformations within the healthcare provider industry. Her ERP
experience spans from Infor-Lawson, Peoplesoft, Workday and integrations with key healthcare clinical and
business systems such as Cerner, EPIC, Meditech, McKesson, Kronos, and many others. Her primary role is
growing and delivering Huron’s Workday ERP business in Healthcare. This includes engagements in IT &
ERP Strategy, ERP Selection, and ERP implementations with a focus on supporting her client’s
transformation initiatives.
Prior to joining Huron, Tricia was a Managing Director with Deloitte Consulting for over 18 years. In her
roles, she was responsible for architecting and delivering ERP solutions and large system business
transformations within faith and community based systems, children’s hospitals and academic medical
centers.
Prior to Deloitte Consulting, Tricia worked in the healthcare provider segment for Franciscan Health where
she spent 13 years – 3 years as the Executive Director of St. Francis Medical Group where she grew the
multi-specialty practice from 23 to 65 physicians and built and led the $30M+ operation and 10 years in the
Franciscan Health shared IT division as the Product Line Manager for ﬁnancial systems including both
package and custom-built solutions. In this role Tricia had direct interaction with the 9-health system
executive leadership teams and led key initiatives identiﬁed by the overall system leadership.
She began her professional career after graduate school as a Budget Analyst for The Ohio State University
where she supported the budget process for the branch campuses and maintained all of the university
external budget reports.

Our mission is to lead in the creation, development, and manufacture of the industry's most advanced information
technologies, including computer systems, software, networking systems, storage devices, and microelectronics
International Business Machines Corporation (IBM) provides computer solutions. The Company oﬀers application,
technology consulting and support, process design and operations, cloud, digital workplace, and network services, as
well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Phone Number: (914) 499-1900
96

Leadership Team
97
Arvind Krishna: Chief Executive Oﬃcer
Jim Whitehurst: President
Michelle Browdy: Senior Vice President, Legal and Regulatory Aﬀairs,
and General Counsel
John Granger: Senior Vice President, Cloud Application Innovation and
COO, IBM Global Business Services

Leadership Team
98
James Kavanaugh: Senior Vice President and Chief Financial Officer
Christina Montgomery: Vice President and Chief Privacy Officer
Michelle Peluso: Senior Vice President, Digital Sales and Chief
Marketing Officer
Fletcher Previn: Chief Information Officer, IBM Corporation
Bridget van Kralingen: Senior Vice President, Global Markets
Juan Zufiria:Senior Vice President, IBM Global Technology Services
Tom Rosamilia:Senior Vice President, IBM Systems and Chairman,
North America

Meet a Few Of IBM’s Workday Key Players
99
Eric Ernst: Partner, Workday Leader North America
Rishi Agarwal: Vice President & Partner - HR transformation &
Workday HCM Practice Leader
Greg Bloom: Partner, Workday Financials Practice Leader
Matthew Gregory: IBM Workday Practice - Distribution and Industrial
Market Leader - Associate Partner

100
Ginni Rometty is Chairman, President and Chief Executive Oﬃcer of IBM. Mrs. Rometty was
appointed President and CEO eﬀective January 1, 2012. She became Chairman of the Board of
Directors on October 1, 2012.
Mrs. Rometty began her career with IBM in 1981 in Detroit, Michigan. Since then she has held a
series of leadership positions in IBM, most recently as Senior Vice President and Group Executive,
IBM Sales, Marketing and Strategy. In this role, she was responsible for business results in the 170
global markets in which IBM operates and pioneered IBM's rapid expansion in the emerging
economies of the world.
Prior to this, Mrs. Rometty served as Senior Vice President, IBM Global Business Services, where
she led the successful integration of PricewaterhouseCoopers Consulting. This acquisition was the
largest in professional services history, creating a global team of more than 100,000 business
consultants and services experts. In recognition of her leadership in the professional services
industry, Mrs. Rometty was honored with the Carl Sloane Award 2006, given by the Association of
Management Consulting Firms.
In prior leadership roles, Mrs. Rometty served as general manager of IBM Global Services,
Americas, as well as general manager of IBM's Global Insurance and Financial Services Sector.
Mrs. Rometty serves on the Council on Foreign Relations; the Board of Trustees of Northwestern
University; and the Board of Overseers and Board of Managers of Memorial Sloan-Kettering Cancer
Center.
She holds a Bachelor of Science degree with high honors in computer science and electrical
engineering from Northwestern University.

101
Michelle Browdy: Senior Vice President, Legal and Regulatory
Affairs, and General Counsel
Michelle Browdy is IBM’s Senior Vice President, Legal and Regulatory Affairs, and General
Counsel. She is responsible for IBM’s global legal, security, corporate governance and compliance
activities and policies, as well as IBM’s environmental and government and regulatory affairs
functions.
Previously, Michelle served as Secretary to IBM’s Board of Directors from 2012-2014. Prior to that
position, she served for five years as IBM’s worldwide head of litigation, overseeing IBM’s
intellectual property, antitrust/competition, employment, class action, securities and commercial
litigation globally. Before joining IBM, Michelle was a partner with the law firm Kirkland & Ellis
LLP, trying a variety of complex cases across the United States.
Since coming to IBM, Michelle has served as a Board member of the Pro Bono Partnership, Vice
President of the Executive Committee of the Yale Law School Association and was appointed by the
Chief Judge of New York State to the Commercial Division Advisory Council in 2013. She is
currently a member of the Board of Directors of the U.S. Chamber of Commerce, and previously has
acted as a Special Assistant Attorney General for the State of Illinois and taught Trial Advocacy as an
Adjunct Professor at Northwestern University School of Law.
Michelle received a B.S.E., summa cum laude, from Princeton University; an S.M. in Applied
Mathematics from Harvard University; a J.D. from The Yale Law School, where she served as
Managing Editor of The Yale Law Journal; and clerked for the Chief Justice of the Indiana Supreme
Court. She is admitted to the bar in Illinois and New York State, and is registered to practice before
the United States Patent and Trademark Office.

102
Christina Montgomery: Vice President and Chief
Privacy Officer
Christina Montgomery is IBM’s Chief Privacy Officer and an IBM Vice President. As Chief Privacy
Officer, Christina oversees IBM’s privacy program, compliance and strategy on a global basis, and
directs all aspects of IBM’s privacy policies. She also chairs IBM’s AI Ethics Board, a
multi-disciplinary team responsible for the governance and decision-making process for AI ethics
policies and practices.
Prior to her current role, Christina spent more than 4 years as Secretary to IBM’s Board of Directors
and led the legal support for many of the company’s headquarters functions. From 2013-2018,
Christina served as IBM’s Managing Attorney, overseeing the Law Department’s strategic and
transformational initiatives, hiring and recruiting, professional development, budget management,
and other projects on a worldwide basis. From 2013-2015, Christina provided senior support to
cross-IBM teams in the cybersecurity area, including on the legislative and regulatory fronts.
Christina joined IBM in 1994 as an attorney supporting IBM Sales and served in a variety of other
positions throughout the Law Department, including: IBM Systems, where she handled a wide
variety of technology-related alliances, divestitures and licensing matters, supported M&A and joint
ventures, and provided advice and counsel concerning open source software proposals and IP
strategy; and IBM Global Technology Services, where she provided advice and counsel concerning
IBM’s security services portfolio, and negotiated and supported strategic outsourcing agreements.
Ms. Montgomery received a B.A. from Binghamton University and a J.D. from Harvard Law School.

103
Michelle Peluso: Senior Vice President, Digital Sales and
Chief Marketing Officer
As Senior Vice President of Digital Sales and Chief Marketing Officer, Michelle oversees all global
marketing and brand initiatives, strategy, response lead management, customer relationship management and
execution for the IBM company. Her team includes thousands of marketing professionals and digital sellers
located in 100+ countries worldwide.
Prior to IBM, Michelle was CEO of Gilt from 2013 until the sale of Gilt to Hudson's Bay Company (HBC)
in February of 2016, and a Board of Directors member since 2009. While at Gilt, she oversaw the expansion
of the business and the drive to profitability. Michelle was the Global Consumer Chief Marketing and
Internet Officer of Citigroup from 2009 until 2013. In that role she was responsible for the digital experience
for Citi’s 100 million consumers globally as well as for Citi’s global consumer marketing strategy and
execution. She also led Citi’s effort to bring CitiBike to New York City.
From 2002 to 2009, Michelle was the CEO of Travelocity. She joined Travelocity following the company’s
acquisition of Site59, a travel site she created and launched in 1999 as CEO.
Michelle was a White House Fellow and Senior Advisor to Labor Secretary Alexis Herman and worked as a
case leader for The Boston Consulting Group in New York and London. She serves on the Board of Directors
for NIKE, Inc., nonprofit TechnoServe, and Tech: NYC. She also serves as a Strategic Advisor at Technology
Crossover Ventures (TCV), a Palo-Alto based venture capital firm that has backed companies like Facebook,
Spotify, Netflix, and Zillow.
Michelle received an MA in Philosophy, Politics and Economics from Pembroke College at Oxford
University, where she was a Thoroun Scholar, and her BA from the University of Pennsylvania’s Wharton
School of Business.

104
Bridget van Kralingen: Senior Vice President, Global
Markets
Bridget van Kralingen is Senior Vice President, IBM Global Markets, responsible for IBM’s revenue,
profit, business development and client satisfaction worldwide.
Global Markets combines top client accounts, strategic partnerships, and industry capabilities in a
single go-to-market to provide a superior sales, service and delivery experience for our clients.
Prior to this appointment, Bridget was Senior Vice President of IBM’s Global Business Services, a
$17B consulting business with 150,000 professionals. She was responsible for the strategy, execution,
and business results spanning consulting, systems integration, digital agency, business process
outsourcing, and application management services. Previously, Bridget was General Manager, IBM
North America, responsible for revenue, profit, and client satisfaction for IBM's business in the United
States and Canada. Before that, she led Global Business Services in Northeast Europe, Middle East,
and Africa.
Bridget brings more than 25 years of business experience to her current role. She joined IBM in April
2004 as global Managing Partner of the Financial Services Sector, following her tenure at Deloitte
Consulting, where she was Managing Partner of the Financial Services Sector.
Since 2011, Bridget has been listed as one of Fortune Magazine's "50 Most Powerful Women in
Business." She is a member of the Board of Directors of the Royal Bank of Canada, and a member of
the Board of Trustees for the New-York Historical Society. At IBM Bridget is also senior executive
sponsor of the LGBT+ community.
Bridget began her career as a researcher and trained psychologist at the South African Council for
Scientific and Industrial Research. She holds a Masters of Commerce degree from the University of
South Africa and Bachelors of Commerce degree from the University of Witwatersrand.

105
Diane is responsible for the people strategy, leadership, skills, careers, engagement, employee
services, labor cost, diversity and inclusion of the more than 350,000 person workforce covering
170 countries.
During her tenure as CHRO, as IBM has dramatically shifted its business portfolio, Diane has
redesigned all aspects of the company’s people agenda and management systems to shape a
culture of continuous learning, innovation and agility. At the same time, she has digitally
transformed the HR function, incorporating AI and automation across all offerings, resulting in
more than $100 million in net benefits in 2017. Diane has championed the company’s global
adoption of design thinking and agile methods at scale, as an example, driving a company-wide,
co-created overhaul of performance management.
Diane has been an external advocate for social issues affecting employees, such as DACA,
transgender inclusion, and addressing bias in AI. Under Diane’s leadership in stewarding diversity
and inclusion, IBM received the prestigious 2018 Catalyst Award for advancing women in
business. The company was also named a Forbes’ Top 10 World’s Best Employer in 2017.
In 2018, Diane was named HR Executive of the Year by HR Executive, and was elected as Fellow
of the National Academy of Human Resources (NAHR), the highest honor granted in the human
resource profession. She serves on the board of directors of the HR Policy Association and the
American Health Policy Institute.
Diane joined IBM in 2002 from consulting firm Willis Towers Watson where she led the global
pay and performance management practice. Diane earned a Bachelor of Arts with honors from
Trinity College, University of Toronto, and a master’s degree in Industrial and Labor Relations
from Cornell University. She is all but dissertated in the PhD program at the Sloan School of
Management.

Our mission is to Create a Positive Impact
Phone Number: (630) 946-6531
Impact Advisors is a nationally recognized healthcare consulting ﬁrm dedicated to improving
healthcare through technology and process improvement. As a trusted healthcare leader, they
help clients optimize clinical and operational performance through their Best in KLAS®
advisory and implementation services.
106

Leadership Team
Andrew Smith: President and Co-Founder
Peter Smith:Chief Executive Oﬃcer and Co-Founder
Todd Hollowell: Chief Operating Oﬃcer
107

Meet a Few Of Impact Advisors
Workday Key Players
Lydon Neumann: Vice President
Ferrell Sloan: Advisor
108

109
Maria Smith has nearly 20 years of experience including financial and cost
accounting and analysis, budgeting, cash flow management, collections and payables,
and corporate tax and audit preparation.
Prior to joining Impact Advisors, Maria was a Principal Consultant for a “Big 5″
Audit and Consulting firm and an Accountant at a Manufacturing Firm. Maria has
significant consulting experience specializing in financial systems implementation
and she also has held numerous human resource management positions. Her
expertise is invaluable in managing a well-run business, and guiding strategic and
operational decisions for the organization.

110
Lynnmarie Mann currently a Principal - ERP Strategy & Delivery Director
at Impact Advisors.
Lynnmarie has held numerous roles within the Workday HCM space throughout her
career.
Lymarie received her Bachelor's degree, Psychology and Mass Communications from
University of Denver as well as her Masters in Technology Management from the
University of Phoenix.

Build a powerful company that satisfies our clients through the successful implementation, integration and
operation of cloud-based systems; that delivers a strong return for shareholders; and takes care of our employees
Intecrowd is the only Workday services partner focused exclusively on payroll integration. Our team designs and
deploys payroll integrations to keep your business running. With years of HR/Payroll functional and technical
experience, we can determine the most efficient integration designs and rapid deployment strategies, including the
application of Workday’s new Payroll Effective Change Interface. We develop easy to maintain solutions and
provide support for integration testing as well as updates for new Workday releases.
Phone Number: (561) 212-3548
111

Leadership Team
Don Mcdougal: Chief Executive Oﬃcer and Founder
Gary Walker: Chief Operating Oﬃcer and Co-Founder
Michael Christman: Vice President, Strategy and Business
Development
Mike Miller: Vice President, Operations and Business
Development
Beth Maxim: Executive Director, Operational Excellence
Kerri Perusse: Executive Director, Finance and
Administration
112

Meet a Few Of Intecrowds Workday Key
Players
Rob Polocz: Vice President and CTO, Integration Services
Paul Tang: Vice President and CIO, Deployment Services
Aaron Althouse: Director, Integration Services
Chris Walker: Director, Financial Services
113

114
Beth Maxim: Executive Director, Operational
Excellence
Beth has led diverse teams of corporate learning and HR Operational
professionals for 15+ years with a proven record of high performing virtual
and regionally-dispersed teams.
Beth has designed a blended insource/outsource HR Shared Service Center
for North and Latin Americas to support Workday for 45,000 employees at
Tyco Int. deployed and managed large-scale global LMSs and learning
programs and Beth has delivered Workday training and change
management globally, and currently leads Intecrowd’s Application
Managed Services function.
Beth also serves as the Executive Director to the President and as a key
advisor to the Executive team.

115
Kerri Perusse: Executive Director, Finance
and Administration
Kerri has over 15 years of experience in human resources, administration, and
operations. Prior to joining Intecrowd, she held management roles in the
hospitality, healthcare manufacturing, and non-proﬁt organizational settings.
Kerri currently serves as Intecrowd’s Executive Director of Finance
Administration. She is responsible for the day-to-day ﬁnance, administration, and
human resources functions.
Kerri also serves as Intecrowd’s Comptroller.

116
With nearly 20 years of consulting experience in Accounting, Finance,
HR, and Payroll.
Jennifer was the ﬁrst functional consultant hired at Intecrowd and has
multiple roles as a Payroll Architect, Project Manager, leading the PMO
group.
She also holds the collateral position of Director of Human Resources.

117
Jill has over 25 years of senior-level experience in human resources
including leading functional areas such as recruiting, operations, and
technology.
Jill currently directs HCM services, responsible for leading the practice in
developing new business and delivery excellence.
Jill has 9 active certiﬁcations in Workday functional modules and has been
SPHR certiﬁed since 1998.

We pride ourselves on being ﬂexible and innovative, with a passion for client satisfaction, and a relentless
pursuit for improvement
Invisors is a boutique provider of Workday Human Capital Management, Workday Financial Management, and
Workday Planning Deployment Services, exclusively focused on Workday deployments for customers who want
to be self-suﬃcient upon go-live.
Phone Number: (678) 270-2717
118

Leadership Team
Will Hardy: Partner
Keith Diego: Partner and Co-Founder
Aggie Nolan: Partner, HCM Practice Lead
Travis Brody: Partner
Joe Carto: Partner
Abraham Anzardo: Partner
119

Meet a Few Of Invisors
Workday Key Players
Steve Sexton: Industry Lead - Services and Technology
Zachary Beaton: Director
Yan Suarez: Workday Director
120

121
Aggie Nolan: Partner, HCM Practice Lead
Aggie is currently a Partner, HCM Practice Lead at Invisors.
In March 1995, Aggie started her career with Hewitt in the mail room, and successfully worked her
way through multiple roles across Beneﬁt Services, HR Services, Workday Product Management, and
HR Solutions. During her +22 year career at Aon Hewitt, she established a reputation as someone who
is willing to take on new and diﬀerent challenges, and then deliver.
In 2009, Aggie was honored as the year's recipient of the Women in Leadership (WIL) Judith A.
Whinfrey Leadership Award that honors associates at Hewitt who exemplify the leadership qualities of
Judy Whinfrey, a WIL founder and Consulting Principal.
In 2010, Aggie was honored as Aon Hewitt's Working Mother of the Year and was featured in Working
Mother Magazine's 25th Anniversary Edition that celebrated the Top 100 Companies for Working
Mothers.

122
Cailun is currently a Workday Senior Manager at Invisors.
Prior to Invisors, Cailun worked at Alight Solutions as a Workday Senior Consultant.
Cailun started her career at Hershman Medical Center as a Project Coordinator.
Cailun received her Bachelor's in Business Administration, Management from Florida
International University, Honors College.

123
Rachel is currently a Workday Senior Manager at Invisors.
Prior to joining Invisors, Rachel worked at Alight Solutions as a Sr. Manager, Cloud
Advisory Solutions. Rachel started her career at Aon Hewitt as a Workday Consultant.
Rachel received her Bachelor's degree of Science in Business Administration from
Georgia Institute of Technology - Georgia Tech College of Management.

Our mission is to turn knowledge and understanding of information, industries, and business trends into value
for our firms' clients, our people, and the capital markets.
Phone Number: (212) 758-9700
124
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 207,000 outstanding
professionals working together to deliver value in 153 countries and territories. With a worldwide presence, KPMG
continues to build on our successes thanks to clear vision, defined values and, above all, our people. Our industry focus
helps KPMG firms’ professionals develop a rich understanding of clients' businesses and the insight, skills and resources
required to address industry-specific issues and opportunities. The independent member firms of the KPMG network are
affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Each KPMG firm is a legally
distinct and separate entity and describes itself as such.

Mark Goodburn: Global Head of Advisory
Larry Bradley: Global Head of Audit
Edward Canizzaro: Global Head of Quality, Risk &
Regulatory
Leadership Team
125

David Zinn: Principal, Advisory
Keith Mattioli: Principal, Advisory, Enterprise - Workday
Leader
K.C. Whitehead: Principal
David Cousineau: Principal, Enterprise Solutions
Meet a Few Of KPMG’s Workday
Key Players
126

127
Lynne Doughtie is U.S. Chairman and CEO of KPMG — one of the world’s leading professional
services firms. She also is a member of KPMG’s Global Board and Executive Committee.
From 2011 to 2015, Lynne served as vice chair of KPMG’s Advisory business, establishing Advisory as
the firm’s fastest growing business. She also oversaw the expansion of KPMG’s capabilities in innovative
services and solutions, including information security, strategy, digital/mobile, and transformation.
Lynne began her career in KPMG’s Audit practice in 1985 and has served in a number of national,
regional, and global leadership roles, including lead partner for several of KPMG’s major clients.
Lynne is a governing board member for the Center for Audit Quality and a member of The Committee of
200. She also serves as a board member for NAF, the Partnership for New York City, and LUNGevity.
She has received numerous accolades, including Fortune magazine’s Most Powerful Women in Business,
Accounting Today magazine’s Top 100 Most Influential People, the National Association of Corporate
Directors’ 100 most influential people in the boardroom, and “Woman of Achievement” by the National
Association of Female Executives.
Lynne is a graduate of Virginia Tech, where she earned a Bachelor of Science degree in accounting. She
remains an active alumnus and serves as a member of the Advisory Board for Pamplin College of
Business and as a member of Pamplin’s Accounting and Information Systems Advisory Board.
.

Mercer is a global consulting leader in talent, health, retirement and investments. Headquartered in New York City, Mercer
has more than 20,000 employees, is based in more than 40 countries, and operates internationally in more than 140
countries. Mercer is a subsidiary of global professional services firm Marsh & McLennan.
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth
and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees -
whether we're designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs.
Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions,
now and in the future. We see people's current and future needs through a lens of innovation, and our holistic view,
specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years,
we've turned our insights into actions, enabling people around the globe to live, work, and retire well.
Voiant sees a future where we play a continued strategic role in our client’s success- working seamlessly across
people and systems, armed with robust intelligence for driving better business results.
Phone Number: (212) 345-7000
128

Leadership Team
Martine Ferland: President and Chief Executive Officer, Mercer. Vice Chair, Marsh & McLennan Companies
Ilya Bonic: President, Career, and Head of Mercer Strategy
Gail Evans: Chief Digital Officer
Jackie Marks: Chief Financial Officer
Marcelo Modica: Chief People Officer
Rian Miller: Vice President and General Counsel
129

Meet a Few Of Mercer’s Workday Key Players
Steven Seykora: Partner
Steve Hersh: Workday Financials, Planning & SCM Practice Leader
Joseph Monaghan: Principal, HR Transformation
Ryan Herlihy: Principal/Product Lead - Workday & ServiceNow Practice
Gregory Long: Principal - Workday Practice
130

131
Martine Ferland: President and Chief Executive Oﬃcer,
Mercer. Vice Chair, Marsh & McLennan Companies
Martine Ferland is President and Chief Executive Officer of Mercer, a $5 billion global leader in
redefining the world of work, reshaping retirement and investment outcomes, and unlocking real
health and well-being. She also serves as Vice Chair of Marsh & McLennan Companies (NYSE:
MMC), Mercer’s parent and the leading global professional services firm in the areas of risk,
strategy and people.
Martine leads Mercer’s 25,000 colleagues in providing trusted advice and solutions to build
healthier and more sustainable futures for our clients, colleagues and communities. She is
passionate about working with clients to solve their toughest challenges of today and tomorrow,
and in leading purposefully through sustainable growth to create a better society and provide
better outcomes for people. Martine is often asked to express her views on diversity and inclusion,
sustainability, longevity, and workforce transformation through technology, and is one of Mercer’s
most engaged leaders in charitable outreaches. She also is active in Mercer’s global volunteering
program, Mercer Cares, which partners with organizations to create high-impact initiatives in
education, disaster preparedness and recovery.
Before being named Mercer’s President and CEO in 2019, Martine served as Mercer’s Group
President and was responsible for leading Regions and Global Business Solutions.
Martine earned a bachelor’s degree in actuarial science from Laval University in Quebec and is a
Fellow of the Society of Actuaries and the Canadian Institute of Actuaries.

132
Gail Evans: Chief Digital Officer
Gail Evans was named Mercer’s first Chief Digital Officer in June 2018 and is a member of
the Executive Leadership Team. As Mercer’s CDO, she leads a dedicated team focused on
driving and delivering Mercer’s digital transformation strategy, partnering with a variety of
teams across Mercer.
Prior to her CDO appointment, Gail was Mercer´s Global Chief Information Officer, also as a
part of the Executive Leadership Team. In this role, she oversaw transformation and
modernization of Mercer’s technology, with an emphasis on innovation and the security of
Mercer’s data assets. She directed the development and implementation of MercerOS, a
cloud-based digital ecosystem designed to enable secure collaboration, innovation and
program development. She also created the vision and implementation of Indigo Knowledge
Fabric, which enabled the use of big data and artificial intelligence for multiple use cases
across Mercer. Her other key contributions have included the introduction of Agile 2.0
program development methodology and the technology oversight of MMC’s first robotics
program.
Prior to joining Mercer in 2016, Gail held various positions throughout her career, including
Partner Program Manager at Microsoft, working across Microsoft Business Groups, Product
Engineering and IT teams; Vice President and General Manager at Hewlett Packard; and
Technology Executive (SVP) at Bank of America. She began her career at Eastman Kodak
Company as a Technology Executive and as CIO of Consumer Digital, leading digital
transformations.

133
Jackie Marks: Chief Financial Officer
Jackie Marks has worked in finance for more than 20 years, joining Mercer in 2018 as CFO.
In this role, Jackie is the leading force behind our efforts to frame the financial growth and
operational health of Mercer.
In fact, she has a long history of financial leadership, having held CFO roles at Thomson
Reuters, Siemens AG and a variety of private equity firms.
During her time at Thomson Reuters, Jackie was CFO of Enterprise, Technology and
Operations, as well as CFO of Reuters Editorial. She drove significant top- and bottom-line
benefits during the company’s recent transformation program.
Over the course of her career, Jackie has lived and worked in the United States, the United
Kingdom and, most recently, Switzerland. Today, she lives with her family in the New York
area. She is originally from Pennsylvania and attended the University of Central Florida,
where she earned a Bachelor of Science in business administration.

Workday's Partners & Leadership Teams May 2020

Workday's Partners & Leadership Teams May 2020

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